"I want to plan my pay, my next hire, and my growth with a partner."
The full level. A financial partner at the table for the decisions that shape your practice, so you plan on purpose instead of reacting when the account gets tight.
Apply to work with usOnce your practice is running, the questions get bigger. What should you actually pay yourself. Can the panel support a second provider yet. Does an S-corp election make sense now, or next year. Is there enough cash to get through the slow months. A bookkeeper cannot answer those. A CFO can, and most DPC practices cannot justify one full time.
At this level, we sit in that seat for a fraction of the cost. We keep the books clean, read them with you, and then look forward: modeling decisions before you make them, planning growth across the whole year, and forecasting cash so the tight months are a plan, not a surprise.
You get a partner for the moves that matter, one who already speaks DPC and already knows your numbers.
You are adding providers, weighing a second location, or thinking about entity and pay structure.
You want a real partner in your corner for the big financial calls, not just clean books.
You have outgrown reacting to your numbers and want to plan ahead of them.
This includes everything in the first two levels. If you are not planning big moves yet, most owners start lower and step up here when the questions get bigger. You never start over.
Apply in a few minutes. If we are a fit, we will set up a short call and quote a flat monthly fee for your practice.
Apply to work with us